2 HOURS · ONLINE
Short Courses: Choose an AI topic
This is practical AI training for finance teams, we offer both structured training programmes on scheduled dates and shorter, tailored sessions for individual businesses and finance teams.
Alongside our full-day instructor-led courses, we are increasingly asked to deliver focused 2-hour sessions over Zoom or Teams. These can be recorded for internal use and tailored around the areas most relevant to your team, without requiring delegates to commit to a full day.
Three ways to take this course
CHOOSE ONE
ONLINE
Pick a time that works for you
Choose a 2 hour time slot and which topic you’d like to learn 1-to-1 with an experienced and qualified AI Trainer.
£295 per person
IN-HOUSE
Custom for your team
Run it at your offices or online on a date that suits you, rebuilt around your own decks, templates and reporting cycle.
£795 + VAT
NOT SURE YET
Ask about this course
Talk it through with the trainer first. Pick a 20-minute slot and we will tell you honestly if it fits.
20 min no charge
Flexible and Tailored:
Tailored team sessions
Focused 2-hour online sessions, typically delivered over Zoom or Teams and tailored to your organisation, systems and use cases.
Structured training courses
Instructor-led courses covering defined subject areas in more depth, with scheduled dates available.
Where it runs
These sessions take place online and are scheduled to suit your timescales and material
Availability
1 Week lead time
Times
11:00 – 15:00
Format
online (recorded)
Level
No AI experience needed
Course overview
This course is designed for finance professionals, analysts, accountants, and business users who regularly work with Excel, database or AI and want to enhance their productivity using AI.
It is particularly valuable for those involved in financial reporting, data reconciliation, and operational efficiency improvements or those that want a quick way to up-skill with a particulal tool
Features
Beginner-friendly introduction to AI
Learning 1-to-1 with an experienced qualified AI Trainer
Practical exercises, worksheets, materials and recordings provided
Practical exposure to tools such as Claude, Gemini, CoPilot and OpenAI
Follow-up support provided
What will I learn
Alongside our full-day instructor-led courses, we are increasingly asked to deliver focused 2-hour sessions over Zoom or Teams.
These can be recorded for internal use and tailored around the areas most relevant to your team, without requiring delegates to commit to a full day.
All courses come with a recording, course workbook, materials and follow support.What will I learn
Example AI Topics
- Writing effective prompts using a simple, repeatable R-T-C-F-C framework
- Working with Claude alongside Excel spreadsheets
- Using Claude Projects to create reusable finance workspaces
- Working with large datasets and an introduction to RAG (Retrieval Augmented Generation)
- Working with local LLMs and confidential datasets
- Exploring Claude Code, Cowork and Artifacts
- Understanding Connectors and how Claude can securely access business information
- Introduction to Model Context Protocol (MCP) and Excel integrations
- Using Claude Code to build data-centric dashboards
- Creating custom agents and agentic workflows
- Getting more from Microsoft Copilot for Excel
- Choose the format that works for you
Start building your advantage today
Next open course 22 October 2026. 6 of 12 places remaining
Choose an AI topic you’d like to explore
Learn AI online on a date that suits you.